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Timberstone ERP

Lead to Handover

Overview

Pre-Sales

Project Execution

Reference

Notifications5 Role-wise Workflow

RS

Rahul Sharma

Management

Rahul Sharma · ManagementSwitch Role

Leads

Step 1 — Lead Creation

A lead enters the system from any of several sources (Marketing / Sales).

Lead & Contact Information

Lead / Customer Name

Company / Household

Lead Source

Branch

Project Reference

Phone

Email

Product Type(s) of Interest

Italian PaintsStonesStampingNano ToppingTexture

Initial Notes

Notes

NOTE (wireframe): Lead status defaults to "Prospect". Rough estimate (Step 2) and measurement / advance payment / sales operator assignment (Step 3) are captured on the lead detail page after this record is created.